Nvidia Earnings Report Results | $NVDA | February 26th - video Dailymotion

Benzinga

Nvidia (NASDAQ: NVDA) just reported record-breaking earnings, delivering $68.13 billion in Q4 revenue — up 73% year-over-year — driven by $62.3 billion in Data Center revenue.  Key points from Nvidia’s earnings and outlook:  • Q4 revenue: $68.13B (record) • Data Center revenue: $62.3B • Q1 revenue guidance: ~$78B • Stock up 46% over the past year • Rosenblatt raises price target to $300 • Analyst Gene Munster warns ~70% of revenue may come from just 8 companies  Nvidia’s hyperscaler customers account for more than half of Data Center revenue, raising questions about long-term revenue concentration risk.  At time of recording, NVDA is trading around $186 at the time of recording.

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00:00Nvidia just reported earnings and CEO Jensen Huang said customers are racing to invest in

00:05AI Compute. Here's the numbers from Nvidia's report. Revenue came in at $68.13 billion,

00:12up 73% year over year. Earnings per share hit $1.62. Data center revenue reached a record

00:19$62.3 billion. Full year revenue totaled $215.9 billion. Guidance calls for first quarter revenue

00:26between $76 and $79 billion, well above expectations. But here's the debate. Analyst Gene Munster

00:33estimates roughly 70% of revenue may come just from eight companies. Nvidia confirmed its top

00:39hyperscalers account for over half of data center revenue. Massive growth, but heavy concentration.

00:45That's what the market is watching right now.

Nvidia Earnings Report Results | $NVDA | February 26th

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